Advisor at Wells Fargo Advisors
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Location
Cumberland, VA 23040
Credentials
CFP®, Series 66
Industry experience
23 years
William Edwards is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds CFP® and Series 66 designations. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2019 to 2025 and spent over a decade at Morgan Stanley in various roles. Outside of his advisory work, Edwards serves as president and head coach of a nonprofit travel baseball team for youth and is a board member of the Economic Development Authority of Cumberland County, Virginia. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and specialized services for clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
1496 Anderson Hwy 1 St Fl
Cumberland, VA 23040
Texas · Virginia
Wells Fargo Advisors
2025 - Present (1 year)
Wells Fargo Clearing
2019 - 2025 (6 years)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
Morgan Stanley Smith Barney
2009 - 2019 (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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